Hello, I'm Brian
Pre-sales Solutions Engineer specializing in AI integration, running the full technical sales motion at Insolla: discovery calls, solution scoping, tailored demos, and proof-of-concept builds.
12 years shipping customer-facing solutions inside regulated financial organizations, including OCC, TransUnion, and Marex. Seeking Solutions Engineer, Forward Deployed Engineer, or AI/Automation Engineer roles. Based in Chicago, open to remote, available immediately including contract work.
What I Know
Skills
AI & LLM
Automation & No-Code
Integration & Platform
Front-End
Pre-Sales
Where I've Been
Experience
AI Solutions Engineer
Dec 2025 – PresentInsolla (Independent Consulting Practice) · Chicago, IL (Remote)
- ›Own the complete pre-sales motion as sole technical seller: discovery calls, solution scoping, tailored demos, and proofs of concept that convert prospects into engagements.
- ›Produce the full pre-sales package: discovery guide, stakeholder map, technical walkthrough, security brief, and POV plan.
- ›Build proofs of concept against customers’ own systems, integrating CRM, document, and workflow platforms through REST APIs, webhooks, and iPaaS tooling, not canned data.
- ›Cut a client’s social media workflow from 8 hours a week to 10 minutes with an automated content pipeline.
Lead Front-End Developer
Aug 2025 – Dec 2025TerraFort (Freelance)
- ›Led design and development of a web and mobile platform at an early-stage startup, executing product initiatives from concept to delivery.
- ›Owned vendor-facing technical evaluations, scoping and integrating third-party and AI tooling into the product.
Senior Front-End Developer
Jul 2024 – Jun 2025OCC (Contract) · Chicago, IL
- ›Ran weekly stakeholder sessions at a systemically important financial market utility, covering goal setting, live progress demos, and open-question resolution.
- ›Delivered React and TypeScript solutions from Figma through production; implemented Mock Service Worker to unblock front-end work from backend dependencies.
Lead Front-End Developer
Oct 2020 – Jan 2024Marex · Chicago, IL
- ›Led the program that digitalized broker and trader onboarding, replacing a compliance-heavy, paper-based workflow with a fully digital process and measurably shortening the onboarding cycle.
- ›Integrated the DocuSign API to digitize document signing across all products.
- ›Led a five-person front-end team delivering stakeholder-driven solutions; designed and ran the team’s internship program.
Earlier Experience
What I Build
Portfolio
In ProgressPOD Recovery Assistant
An independent Solutions Engineering case study: a controlled AI workflow that recovers missing proof-of-delivery documents for a freight brokerage, with SOP-grounded recommendations, human approval, and a full audit trail.
In ProgressEmployee Access Lifecycle Assistant
An independent Solutions Engineering case study: a deterministic policy engine that evaluates employee role changes, routes risky access combinations for security review, and provisions through mock connectors with a full audit trail.
Salesforce Intelligence
A retrieval-augmented chat assistant built on live Salesforce data, letting support and sales teams ask natural-language questions about accounts, cases, and escalations and get sourced answers instantly.
More projects
Narrower, faster builds shipped through Insolla, the same discovery-to-delivery process applied at a smaller scale.
Impact estimates are illustrative based on the workflows each tool replaces, not measured client results.
Workflow Analyzer
Upload a process document, screenshot, or SOP and this tool extracts the workflow, then tells you exactly what to automate, which tools to use, and how many hours it will save each week.
Est. impact: ~2 hours of manual process mapping condensed into a 5-minute upload.
List Enricher
Upload a spreadsheet, describe the columns you want added in plain English, and get back a clean file enriched with real, web-researched data for every row.
Est. impact: Turns a multi-hour, row-by-row research task into one batch run.
SOP Generator
Describe a process in plain English or upload existing notes, and this tool turns tribal knowledge into a polished Standard Operating Procedure complete with roles, prerequisites, and quality checks.
Est. impact: Cuts SOP drafting from a half-day of writing to under 10 minutes.
Meeting Notes Analyzer
Paste in a transcript or raw notes and get a clean recap with action items, owners, due dates, decisions, and open questions ready to copy straight into your task tracker.
Est. impact: Turns 30 minutes of post-meeting note-cleanup into an instant recap.
Contract Analyzer
Upload any contract and get a plain-English summary, key dates, obligations on both sides, and severity-flagged risks worth pushing back on, all in about 30 seconds.
Est. impact: Cuts contract triage from ~45 minutes of manual review to under a minute.
Who I Am
About Me
It all started back in 2006 as a junior in high school when I dove into my fascination with websites and finally taught myself how to build one. While I initially participated in the world of web development for fun as a hobby, I quickly realized the rising demand for web development services and my freelance business was born.
I built myself a portfolio website, had business cards made, and went door to door to all of the businesses in the neighborhood, offering to build them a website or enhance their existing one. Before I knew it, my summer break turned into many late nights working on websites for all of my new clients and I couldn't have been happier.
Fast forward to my college graduation in 2013, I landed my first profesional developer role for a startup. This experience was like getting a master's degree as I got to wear a lot of hats and work with all kinds of different languages, tools, and technologies related to the web development world. I also got to work alongside senior level developers and learn about best practices as it pertains to this industry.
In the years since, I've had the pleasure of working across many different industries, building websites for professional sports teams, medical apps to assist doctors with their patients, onboarding tools for traders within the finance space, and much more.
Seven months ago I set out to build something different: Insolla, an independent AI consulting practice where I run the full technical sales motion myself, discovery calls, solution scoping, tailored demos, and proof-of-concept builds that win engagements, including a source-grounded RAG assistant over live Salesforce CRM data. It's been the best crash course in applied AI I could have asked for, and it's shown me where I want to go next: a pre-sales Solutions Engineer role that sits between customers and working systems.
